FP&A Manager

Private Health Management; Oregon; Hybrid; USD 120,000 - 140,000; Full time

Benefits offered by this job

Health insurance

401k with match

Flexible PTO

PHM services for you and your dependen

Annual cash incentive program

Job summary

Private Health Management, Inc. is seeking a highly motivated FP&A Manager to build and scale financial planning and analysis during a period of growth.

Reporting to the SVP of Finance, this role will strengthen budgeting, forecasting, and reporting while partnering with leaders across the organization. The ideal candidate thrives in a fast-paced environment, turning manual processes into scalable systems and providing actionable insights.

Qualifications

• 5–7 years FP&A or corporate finance experience.
• Experience with Workday Adaptive Planning or a similar system.
• Proven ability to partner with business leaders and influence decisions.
• Hands-on, independent problem-solver who thrives in ambiguity.

Responsibilities

• Coordinate monthly forecasting and annual budgeting processes.
• Develop dashboards and KPI reporting for leadership.
• Improve Workday planning processes and automation.
• Partner with Accounting to incorporate actuals, variances, and forward-looking forecasts.

Skills

Financial analysis

Forecasting

Budgeting

Stakeholder partnership

Education

Finance/Accounting degree

Tools

Workday Adaptive Planning

Excel

Job description

FP&A Manager

Location: Remote, United States

Reports To: SVP, Finance

Team: Finance

Compensation Range: $120000 - $140000

About Private Health Management guides patients and families through the chaos and complexity of serious medical care, for cancer and beyond. As an independent advocate and trusted partner during healthcare’s most challenging moments, our team of experts work alongside physicians to orchestrate the best treatment, advocacy, and support to deliver measurably better outcomes. Everyone deserves great care. We make sure they get it.

About the Role

Private Health Management is seeking a highly motivated, analytically strong FP&A Manager to help build and scale our financial planning and analysis capabilities during a period of significant growth. Reporting to the SVP of Finance, this highly visible role will strengthen our budgeting and forecasting processes, modernize financial reporting and analytics, and serve as a trusted business partner to leaders across the organization. The ideal candidate is a versatile, hands-on finance professional who thrives in a fast-paced and dynamic environment. They can operate well in ambiguity, creates structure where it does not yet exist, and combines exceptional attention to detail with strong business judgment. This person will play a critical role in transitioning financial planning from manual spreadsheets to scalable systems, helping business leaders understand financial performance and make informed decisions. This is an opportunity to help shape a growing Finance function, work closely with senior leadership, and expand responsibilities as the business scales.

What You'll Accomplish

• Build a disciplined planning and forecasting rhythm.
• Establish reliable monthly forecasting and budgeting processes in Workday Adaptive Planning, improving forecast quality, consistency, and accountability across the organization.
• Empower business leaders to own their financial performance.
• Develop effective expense and headcount planning partnerships, providing stakeholders with clear, timely visibility into their budgets and forecasts through accessible dashboards and actionable analysis.
• Modernize financial reporting and analytics.
• Build scalable reporting capabilities that support internal leadership and board reporting, connect financial results and KPIs to forward-looking forecasts, and reduce dependence on manual spreadsheet processes.
• Strengthen the Finance function for scale.
• Introduce practical process improvements, automation, and AI-enabled workflows while fostering strong collaboration across Finance and the broader business.

How You'll Spend Your Days

Financial Planning, Forecasting & Modeling

• Coordinate monthly forecasting and annual budgeting processes, including operating expense and headcount planning, using Workday Adaptive Planning.
• Maintain and improve integrated three-statement financial forecasts, connecting income statement, balance sheet, and cash flow assumptions.
• Partner closely with Accounting to incorporate monthly actuals, understand variances, and ensure financial reporting informs forward-looking forecasts.

Business Partnership & Financial Insights

• Serve as a primary Finance partner to departmental leaders, helping them understand budgets, manage spending, evaluate hiring plans, and make informed operating decisions.
• Independently engage senior stakeholders, ask thoughtful questions, challenge assumptions constructively, and translate financial insights into practical recommendations.

Reporting, Analytics & Process Improvement

• Coordinate monthly financial and KPI reporting packages for executive leadership and board reporting.
• Develop dashboards and analytical tools that improve financial visibility, highlight performance drivers, and support timely decision-making.
• Improve the use of Workday Adaptive Planning and reporting tools, replacing manual workarounds with repeatable, scalable processes.
• Leverage AI and automation to streamline analysis, reporting, and recurring Finance workflows.

What You Bring to the Table

Required Qualifications

• Approximately 5–7 years of relevant FP&A or corporate finance experience, including strong financial analysis, forecasting, budgeting, and integrated three-statement financial modeling capabilities.
• Experience using a financial planning platform, such as Workday Adaptive Planning or a comparable system, and demonstrated ability to improve financial processes and reporting.
• Proven success partnering with business leaders, communicating financial information clearly, and influencing decisions across organizational levels without direct authority.
• A hands-on, resourceful approach to problem-solving, with the ability to operate independently, navigate ambiguity, create structure, and recognize when to collaborate or elevate.

Nice to Have

• Experience in healthcare, healthcare technology, or a high-growth business, particularly within a scaling Finance organization.
• Direct experience with Workday Adaptive Planning, including forecasting models and dashboard development.
• Advanced Excel capabilities and experience using AI or automation to improve financial workflows.
• A degree in finance, accounting, or another quantitative discipline.

Compensation

The target base salary for this position is $120000 - $140000This base salary is only a part of a total compensation package that also includes: health/dental/vision benefits, annual cash incentive program, 401k with match, flexible PTO, PHM for PHM (our services for you and your dependents) and other benefits. Individual pay may vary from the target range as a number of factors including market forces, experience, location, disparities in market data and other relevant business considerations may all factor into final compensation.

Location

This is a remote role requiring that you live in and physically perform all work in the United States.

Anticipated Pay Range

$120,000—$140,000 USD